200Notes

Task Management

200Notes includes powerful task management features to help you track work, manage deadlines, and collaborate with your team. Our intuitive Kanban boards and advanced task features make project management effortless.

🚀 Getting Started with Tasks

Creating Your First Task

To create a new task:

1

Go to Tasks tab

Navigate to a project and click Tasks

2

Click "Add Task"

Click Add Task in any column

3

Enter task title

Choose a clear, descriptive title

4

Add details

Include additional information

5

Create Task

Click to create your task

Task Properties

Each task can include the following information:

Title

Clear, actionable description

Description

Detailed information

Assignee

Responsible team member

Due Date

Completion deadline

Priority

High, Medium, or Low

Tags

Labels for categorization

Attachments

Files, images, or links

Checklist

Sub-tasks within main task

✅ Task Writing Tips

Write effective tasks by making them:

Specific and actionable
Clear about what "done" looks like
Appropriately sized
Assigned to the right person
Given realistic due dates

Kanban Board

Default Columns

Every project starts with four default columns:

  • To Do: Tasks that haven't been started
  • In Progress: Tasks currently being worked on
  • Review: Tasks waiting for approval or feedback
  • Done: Completed tasks

Custom Columns

Customize your board to match your workflow:

  • Add Columns: Create columns for your specific process
  • Rename Columns: Use names that match your team's language
  • Reorder Columns: Arrange columns in logical order
  • Set Column Limits: Limit work in progress (WIP limits)
  • Delete Columns: Remove columns you don't need

Moving Tasks

Update task status by moving them between columns:

  • Drag & Drop: Simply drag tasks to different columns
  • Bulk Move: Select multiple tasks and move them together
  • Keyboard Shortcuts: Use keyboard shortcuts for quick moves
  • Auto-move: Set rules to automatically move tasks

Task Details

Task Description

Add rich descriptions to your tasks:

  • Markdown Support: Format descriptions with markdown
  • Attachments: Include files, images, and links
  • Checklists: Break tasks into smaller steps
  • Templates: Use templates for common task types

Task Assignments

Assign tasks to team members:

  • Single Assignment: Assign tasks to one person
  • Multiple Assignees: Assign tasks to multiple people
  • Unassigned Tasks: Leave tasks unassigned for anyone to pick up
  • Assignment Notifications: Team members get notified when assigned

Due Dates and Scheduling

Keep track of deadlines:

  • Due Dates: Set when tasks should be completed
  • Start Dates: Set when tasks should begin
  • Time Estimates: Estimate how long tasks will take
  • Recurring Tasks: Set up tasks that repeat
  • Calendar Integration: Sync with your calendar

Advanced Task Features

Task Dependencies

Manage task relationships:

  • Blocking Dependencies: Tasks that must be completed first
  • Related Tasks: Tasks that are connected but not dependent
  • Dependency View: Visual representation of task relationships
  • Critical Path: Identify the most important task sequence

Task Priorities

Organize tasks by importance:

Priority Color Usage
High Urgent tasks that need immediate attention
Medium Important tasks with moderate urgency
Low Tasks that can be done when time allows

Task Labels and Tags

Categorize and organize tasks:

  • Custom Labels: Create labels for different types of work
  • Color Coding: Use colors to quickly identify task types
  • Filtering: Filter tasks by labels to focus on specific work
  • Reporting: Generate reports based on task labels

Time Tracking

Time Estimation

Estimate and track time for better planning:

  • Original Estimate: How long you think a task will take
  • Revised Estimate: Update estimates as you learn more
  • Time Tracking: Log actual time spent on tasks
  • Burndown Charts: Visual progress tracking

Time Logging

Track time spent on tasks:

  • Manual Entry: Add time entries manually
  • Timer: Use the built-in timer for active work
  • Bulk Entry: Add multiple time entries at once
  • Time Reports: Generate reports on time usage

Task Views

Kanban View

The default board view for visual task management:

  • Column Layout: See tasks organized by status
  • Drag & Drop: Move tasks between columns
  • Quick Actions: Perform common actions without opening tasks
  • Swimlanes: Group tasks by assignee or priority

List View

A traditional list format for detailed task management:

  • Sortable Columns: Sort by any task property
  • Bulk Actions: Select multiple tasks for bulk operations
  • Filtering: Filter tasks by various criteria
  • Export: Export task lists to spreadsheets

Calendar View

See tasks scheduled on a calendar:

  • Monthly View: See tasks across the month
  • Weekly View: Focus on the current week
  • Daily View: See today's tasks in detail
  • Drag & Drop: Move tasks to different dates

Timeline View

Gantt-style timeline for project planning:

  • Project Timeline: See the entire project schedule
  • Dependencies: Visual representation of task relationships
  • Milestones: Mark important project milestones
  • Resource Planning: See team member workload

Collaboration Features

Task Comments

Collaborate on tasks with comments:

  • Threaded Comments: Have discussions about tasks
  • @Mentions: Notify specific team members
  • File Attachments: Share files in comments
  • Comment History: See the full conversation history

Task Activity

Track all changes to tasks:

  • Activity Log: See all changes to a task
  • Change History: Track what changed and when
  • User Attribution: See who made each change
  • Notifications: Get notified about task changes

Team Workload

Balance work across your team:

  • Workload View: See how much work each person has
  • Capacity Planning: Plan work based on availability
  • Workload Balancing: Redistribute tasks to balance load
  • Team Reports: Generate team productivity reports

Automation

Task Rules

Automate common task operations:

  • Auto-assign: Automatically assign tasks based on criteria
  • Auto-move: Move tasks between columns automatically
  • Auto-label: Apply labels based on task content
  • Due Date Rules: Set due dates based on task properties

Recurring Tasks

Set up tasks that repeat automatically:

  • Daily Tasks: Tasks that repeat every day
  • Weekly Tasks: Tasks that repeat weekly
  • Monthly Tasks: Tasks that repeat monthly
  • Custom Schedules: Create custom recurring patterns

Notifications

Stay informed about task changes:

  • Assignment Notifications: Get notified when assigned tasks
  • Due Date Reminders: Reminders before tasks are due
  • Comment Notifications: Get notified about task comments
  • Custom Notifications: Set up custom notification rules

Reporting and Analytics

Task Reports

Generate reports on task performance:

  • Completion Reports: Track task completion rates
  • Time Reports: Analyze time spent on tasks
  • Team Performance: See how team members are performing
  • Project Progress: Track overall project progress

Analytics Dashboard

Visual insights into your task management:

  • Burndown Charts: Track progress over time
  • Velocity Charts: See team velocity trends
  • Task Distribution: See how tasks are distributed
  • Completion Trends: Analyze completion patterns

Integration and Export

Calendar Integration

Sync tasks with your calendar:

  • Google Calendar: Sync with Google Calendar
  • Outlook Calendar: Sync with Microsoft Outlook
  • Apple Calendar: Sync with Apple Calendar
  • Two-way Sync: Changes sync both ways

Export Options

Export task data in various formats:

  • CSV Export: Export to spreadsheets
  • PDF Reports: Generate PDF reports
  • JSON Export: Export raw data
  • Print View: Print-friendly task lists

Best Practices

Task Management Workflow

🎯 Workflow Tips

  • Keep tasks small and actionable
  • Use clear, descriptive task titles
  • Assign tasks to specific people
  • Set realistic due dates
  • Use priority levels consistently
  • Review and update tasks regularly

Team Collaboration

👥 Collaboration Tips

  • Use comments for task discussions
  • @mention team members for notifications
  • Keep task descriptions up to date
  • Use labels for consistent categorization
  • Hold regular task review meetings
  • Balance workload across team members

Troubleshooting

Common Issues

  • Tasks not saving: Check your internet connection
  • Drag & drop not working: Try refreshing the page
  • Notifications not working: Check your notification settings
  • Tasks not syncing: Verify your account permissions

Performance Tips

  • Large projects: Use filters to focus on relevant tasks
  • Slow loading: Archive completed tasks regularly
  • Many attachments: Keep file sizes reasonable
  • Complex dependencies: Simplify task relationships when possible

📋 Start Managing Tasks!

Ready to organize your work? Create your first task or explore team collaboration features to work more effectively with your team.